LUSID: Technology for Operations Teams

LUSID, the API-first, SaaS native investment data management system, gives you the tools, documentation, ecosystem, and reference implementations to integrate, extend, and create bespoke solutions around a consolidated source of your investment data.

LUSID for Operations

Why use LUSID?

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Open architecture enables easy integration with existing platforms via open APIs
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Extend functionality with a marketplace of integrated solution and data providers
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Easily extend or calculate properties on any object including transactions, investments, prices, etc.
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Script bespoke portfolio simulations, analytics and valuation models
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Zero capital outlays, no hardware or upfront build costs
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Easily process, understand and control growing volumes of complex data
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Create granular entitlements to control and permission data
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Securely share data between clients, service suppliers and internal departments
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Leverage an open ecosystem of developers, documentation, and code examples

How can I use LUSID

LUSID provides a comprehensive set of SDKs and example implementations to extend functionality beyond that of a standard portfolio management, investment risk, or enterprise data management system.

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Easily load investment data from other systems

Reduce IT complexity and system maintenance. Consolidate investment data into one system

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Get a consolidated view of your data

Perform n-way reconciliation, and on-the-fly position derivation on an event-driven, immutable data store that can reproduce any historical valuation and compare it to third party data

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Strategy and idea backtesting

Improve your machine learning back testing strategies with a consolidated investment data set

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Recreate any valuation or prior state of your records

Access all market and positional data along two-time dimensions, business validity (e.g. price date), and system validity (when data entered the system)

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Eliminate separate Dev and UAT environments

Use our proprietary scopes and entitlements to mirror data from production and modify it within the same instance without impacting production

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Collaborate with like-minded engineers

Work with our growing community of developers on GitHub with open source implementations in Jupyter notebooks to solve the most complex data challenges

MovementsEnginePortfoliosHoldingsCorporateActionsEventRegisterReconciliationRecipeSystemJobSchedulingSystemPMSValuationsODBCDriversAccessTelemetryRoleBasedAccessPoliciesDailyPerformanceWebApplicationExcelAddInRiskSDK

Invested in security

FINBOURNE implements financial industry best practice built on top of AWS world class physical security.

Our Sandbox and QA environments all benefit from the same enterprise level security.

Product roadmap

Find out the latest updates on what we’ve released, what we’re working on and what we’re planning to work on

Go to roadmap
roadmap screen

Developer resources

API

Start transforming how you manage investment data today.

Check out our APIs:

API docs

Github

Visit our GitHub to find SDks in C#, Java, Javascript and Python which interact with the LUSID API

Visit Github

Swagger

Visit our knowledge base where you can find links to the swagger documentation for LUSID's sub-applications

Read more

LUSID integrations

TradeMadeVolmasterEDI
Contact us

Want to learn more?

Contact us to find out how we can help you and your firm. We work quickly so tell us your challenges and we'll outline how LUSID can solve them for you and your fund.

Contact us
Schedule a demo

Schedule a demo

Click here to schedule a live demo with one of our representatives

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Events and insights

Events

28 April 2022

A Tech Revolution: How Machines are Reshaping Hedge Fund Investment

In this webinar, Michael Cummins, CFA takes a look at the impact on global hedge funds, from established shops to emerging start-ups and discusses why a solid data foundation can prepare for both regulatory and investor due diligence demands.

Click here to watch
Resources

11 May 2022

AFM and industry conclude high-level technical principles for a corporate bond consolidated tape

FINBOURNE Technology are pleased to have contributed to The Dutch Authority for the Financial Markets (Autoriteit Financiële Markten) technical principles, as part of our work in the AFM Innovation hub. We look forward to collectively striving towards a corporate bond consolidated tape in the EU.

Click here to read the report
blogs

News

AFME/ Finbourne study demonstrates need for longer deferrals for large and illiquid trades and shows transparency could be significantly improved for majority of smaller fixed income trades

3 May 2022 – The Association for Financial Markets in Europe (AFME) has today published a first of its kind study consolidating fixed income trading data from numerous sources for the period of March to December 2021. This shows that the majority of fixed income trades could be made transparent in near real-time, but also… Continue reading AFME/ Finbourne study demonstrates need for longer deferrals for large and illiquid trades and shows transparency could be significantly improved for majority of smaller fixed income trades

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